+79.2%
PMTS vs VOO
+79.7%
-0.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.3% | +2.1% | +1.6% |
| 7D | -10.3% | -0.9% | -9.4% | -8.8% |
| 30D | -0.6% | -2.3% | +1.7% | +3.2% |
| 3M | -16.9% | -1.2% | -15.8% | -15.3% |
| 6M | +65.7% | +3.3% | +62.4% | +59.5% |
| YTD | +72.6% | +12.3% | +60.3% | +48.2% |
| 1Y | +81.5% | +12.5% | +69.0% | +55.7% |
| All | +79.2% | +79.7% | -0.5% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling